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iShares S&P 500 Growth ETF

870 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,758% more call options, than puts

Call options by funds: $21M | Put options by funds: $736K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

2% more funds holding

Funds holding: 853870 (+17)

4% more capital invested

Capital invested by funds: $14.2B → $14.7B (+$575M)

0.99% more ownership

Funds ownership: 251.79%252.78% (+0.99%)

6% less funds holding in top 10

Funds holding in top 10: 10195 (-6)

16% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 337

Holders
870
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.06%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
276
Balasa Dinverno & Foltz
$2.69M +$58.4K +1,328 +2%
TWP
277
Total Wealth Planning
Ohio
$2.69M -$156K -3,556 -6%
LBC
278
Lowe Brockenbrough & Co
Virginia
$2.67M +$192K +4,372 +8%
GRP
279
Global Retirement Partners
California
$2.64M -$152K -3,460 -6%
BAM
280
Belpointe Asset Management
Nevada
$2.64M +$2.59M +58,980 New
WWM
281
Windsor Wealth Management
Indiana
$2.63M -$23.4K -532 -0.9%
IWM
282
IHT Wealth Management
Illinois
$2.63M +$242K +5,496 +10%
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$2.62M -$275K -6,256 -10%
CBU
284
CIBC Bank USA
Illinois
$2.61M -$195K -4,428 -7%
DK
285
Darrell & King
Virginia
$2.52M -$528 -12 -0%
DIM
286
Delta Investment Management
California
$2.52M +$2.22M +50,504 +878%
FNBT
287
FineMark National Bank & Trust
Florida
$2.52M -$1.04M -23,760 -30%
UBG
288
United Bank (Georgia)
Georgia
$2.51M -$138K -3,148 -5%
AWP
289
Ascent Wealth Partners
New York
$2.5M +$2.64K +60 +0.1%
SWP
290
Stratos Wealth Partners
Ohio
$2.46M -$106K -2,408 -4%
I
291
IberiaBank
Louisiana
$2.46M +$750K +17,044 +45%
SW
292
SVB Wealth
Massachusetts
$2.44M +$2.39M +54,412 New
DPI
293
Diversified Portfolios Inc
Michigan
$2.42M -$50.8K -1,156 -2%
CAC
294
Certified Advisory Corp
Florida
$2.42M -$38.5K -876 -2%
STMM
295
South Texas Money Management
Texas
$2.38M -$47.5K -1,080 -2%
ACP
296
Arcus Capital Partners
Georgia
$2.35M +$9.5K +216 +0.4%
BA
297
Bristlecone Advisors
Washington
$2.34M +$23.4K +532 +1%
Millennium Management
298
Millennium Management
New York
$2.31M +$2.27M +51,588 New
HCM
299
Hudson Capital Management
New Jersey
$2.29M +$132K +2,996 +6%
EB
300
Eastern Bank
Massachusetts
$2.29M -$94.5K -2,148 -4%

IVW Hedge Fund Activity: Q2 2019 in Review

870 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2019, worth a combined $14.7B — up 4.1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IVW positions and 32 closed out — a net gain of 28 holders — while 283 added to existing stakes and 337 trimmed.

The largest buyer was People's United Financial, adding an estimated $71.6M. The largest seller was PNC Financial Services Group, cutting an estimated $46.2M.

  • 870 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2019, up from 853 in Q1 2019.
  • Funds reported $14.7B of iShares S&P 500 Growth ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 60 funds opened new iShares S&P 500 Growth ETF positions in Q2 2019 and 32 closed out, a net change of +28 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $71.6M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2019 was PNC Financial Services Group, an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2019.